The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101 3,492,200 190,000 SH SOLE 190,000 0 0
AMENTUM HOLDINGS INC COM 023939101 3,100,500 150,000 SH SOLE 150,000 0 0
AMAZON COM INC COM 023135106 7,865,220 33,000 SH SOLE 33,000 0 0
ASCENT SOLAR TECHNOLOGIES IN COM NEW 043635804 1,850,000 370,000 SH SOLE 370,000 0 0
CITIGROUP INC COM NEW 172967424 6,438,160 46,000 SH SOLE 46,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,574,600 76,000 SH SOLE 76,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,931,500 55,000 SH SOLE 55,000 0 0
CLARIVATE PLC ORD SHS G21810109 1,144,800 530,000 SH SOLE 530,000 0 0
CLOROX CO DEL COM 189054109 3,817,600 40,000 SH SOLE 40,000 0 0
CINEMARK HLDGS INC COM 17243V102 3,490,300 110,000 SH SOLE 110,000 0 0
COMPASS INC CL A 20464U100 6,781,500 550,000 SH SOLE 550,000 0 0
COUPANG INC CL A 22266T109 1,737,000 100,000 SH SOLE 100,000 0 0
CVR ENERGY INC COM 12662P108 6,664,680 242,000 SH SOLE 242,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,008,040 97,000 SH SOLE 97,000 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 838,000 100,000 SH SOLE 100,000 0 0
EVOLUS INC COM 30052C107 5,343,800 770,000 SH SOLE 770,000 0 0
EVGO INC CL A COM 30052F100 382,000 200,000 SH SOLE 200,000 0 0
FORD MTR CO COM 345370860 3,961,500 285,000 SH SOLE 285,000 0 0
FIGMA INC CLASS A COM STK 316841105 4,703,400 260,000 SH SOLE 260,000 0 0
FLEX LTD ORD Y2573F102 9,562,130 59,000 SH SOLE 59,000 0 0
FLOWERS FOODS INC COM 343498101 5,767,000 730,000 SH SOLE 730,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 2,666,400 440,000 SH SOLE 440,000 0 0
GAMESTOP CORP CL A 36467W109 3,974,400 180,000 SH SOLE 180,000 0 0
GITLAB INC CLASS A COM 37637K108 3,358,300 110,000 SH SOLE 110,000 0 0
HERC HLDGS INC COM 42704L104 5,446,920 38,000 SH SOLE 38,000 0 0
MARINEMAX INC COM 567908108 4,007,656 109,439 SH SOLE 109,439 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 7,030,250 25,000 SH SOLE 25,000 0 0
ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 5,047,000 700,000 SH SOLE 700,000 0 0
IHEARTMEDIA INC COM CL A 45174J509 2,102,100 490,000 SH SOLE 490,000 0 0
KEEL INFRASTRUCTURE CORP COM SHS 486917107 3,731,000 650,000 SH SOLE 650,000 0 0
LANTRONIX INC COM NEW 516548203 3,410,400 580,000 SH SOLE 580,000 0 0
LUMEN TECHNOLOGIES INC COM 550241103 3,456,000 450,000 SH SOLE 450,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,540,760 82,000 SH SOLE 82,000 0 0
NEW ERA ENERGY & DIGITAL INC COM 64428N109 3,253,800 510,000 SH SOLE 510,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,416,800 40,000 SH SOLE 40,000 0 0
OSCAR HEALTH INC CL A 687793109 3,137,200 110,000 SH SOLE 110,000 0 0
POET TECHNOLOGIES INC COM NEW 73044W302 2,672,800 260,000 SH SOLE 260,000 0 0
PERPETUA RESOURCES CORP COM 714266103 3,840,600 185,000 SH SOLE 185,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 4,970,700 270,000 SH SOLE 270,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 2,151,600 440,000 SH SOLE 440,000 0 0
ROCKET LAB CORP COM 773121108 4,675,900 46,000 SH SOLE 46,000 0 0
RAPID7 INC COM 753422104 1,053,000 130,000 SH SOLE 130,000 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 734,000 200,000 SH SOLE 200,000 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 3,460,900 530,000 SH SOLE 530,000 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 2,829,600 360,000 SH SOLE 360,000 0 0
NUSCALE PWR CORP CL A COM 67079K100 1,303,900 130,000 SH SOLE 130,000 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 739,200 240,000 SH SOLE 240,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102 2,330,900 130,000 SH SOLE 130,000 0 0
TALOS ENERGY INC COM 87484T108 3,743,900 290,000 SH SOLE 290,000 0 0
TOAST INC CL A 888787108 4,173,000 150,000 SH SOLE 150,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 3,150,000 500,000 SH SOLE 500,000 0 0
VALARIS LTD CL A G9460G101 3,702,600 51,000 SH SOLE 51,000 0 0
VISTANCE NETWORKS INC COM 20337X109 5,495,400 430,000 SH SOLE 430,000 0 0
WENDYS CO COM 95058W100 4,725,300 570,000 SH SOLE 570,000 0 0
WOLFSPEED INC COMMON STOCK 97785W106 5,307,500 110,000 SH SOLE 110,000 0 0
AMENTUM HOLDINGS INC COM 023939101 3,720,600 180,000 SH Call SOLE 180,000 0 0
COUPANG INC CL A 22266T109 4,516,200 260,000 SH Call SOLE 260,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 9,297,000 225,000 SH Call SOLE 225,000 0 0
MOSAIC CO COM 61945C103 5,032,625 237,500 SH Call SOLE 237,500 0 0
NEW ERA ENERGY & DIGITAL INC COM 64428N109 1,339,800 210,000 SH Call SOLE 210,000 0 0
UIPATH INC CL A 90364P105 2,934,900 270,000 SH Call SOLE 270,000 0 0
TELADOC HEALTH INC COM 87918A105 2,442,240 288,000 SH Call SOLE 288,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 913,500 145,000 SH Call SOLE 145,000 0 0
WENDYS CO COM 95058W100 1,492,200 180,000 SH Call SOLE 180,000 0 0